Who Owns BONDBLOXX ETF TRUST (XBB)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $419.7M of BONDBLOXX ETF TRUST (XBB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Municipal Employees' Retirement System of Michigan ($302.2M), POTOMAC FUND MANAGEMENT INC /ADV ($55.0M), ATWOOD & PALMER INC ($20.8M), Lido Advisors, LLC ($9.8M), MGO ONE SEVEN LLC ($8.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Municipal Employees' Retirement System of Michigan | $302.2M | 7.4M | Hold |
| 2 | POTOMAC FUND MANAGEMENT INC /ADV | $55.0M | 1.3M | New |
| 3 | ATWOOD & PALMER INC | $20.8M | 507,082 | Added |
| 4 | Lido Advisors, LLC | $9.8M | 238,106 | Added |
| 5 | MGO ONE SEVEN LLC | $8.5M | 207,105 | Trimmed |
| 6 | TOEWS CORP /ADV | $6.6M | 161,700 | New |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 85,875 | New |
| 8 | IFP Advisors, Inc | $3.2M | 78,747 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $2.9M | 71,102 | Added |
| 10 | Mirae Asset Global Investments Co., Ltd. | $1.8M | 42,857 | New |
| 11 | Teucrium Investment Advisors, LLC | $1.2M | 28,510 | Trimmed |
| 12 | Cetera Investment Advisers | $934,327 | 22,791 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $866,980 | 21,148 | Added |
| 14 | CGN Advisors LLC | $595,821 | 14,534 | Added |
| 15 | SAGE RHINO CAPITAL LLC | $403,813 | 9,850 | Trimmed |
| 16 | GK Wealth Management LLC | $284,341 | 6,936 | New |
| 17 | Compound Planning, Inc. | $233,262 | 5,690 | New |
| 18 | Swan Global Investments, LLC | $225,445 | 5,500 | New |
| 19 | Kestra Advisory Services, LLC | $224,598 | 5,479 | Trimmed |
| 20 | Dynamic Advisor Solutions LLC | $204,975 | 5,000 | Hold |
| 21 | Global Retirement Partners, LLC | $64,164 | 1,565 | Added |
| 22 | Crews Bank & Trust | $51,244 | 1,250 | Hold |
| 23 | Archer Investment Corp | $48,866 | 1,192 | Added |
| 24 | Nemes Rush Group LLC | $28,819 | 703 | Hold |
| 25 | Royal Bank of Canada | $16,000 | 391 | New |
Source: SEC Form 13F filings · as of 2026-06-30